web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Cash Overview Power BI :Report Does not show any Information

(0) ShareShare
ReportReport
Posted on by

Hello Community ,

     After configuring Power BI on our Prod environment. I want to get the dashboard cash overview for all campagnies and current compagny 

pastedimage1602511408418v1.png

But I get This 

pastedimage1602511430486v2.png

pastedimage1602511440372v3.png

Does any one have an idea or Help 

Best Regards 

I have the same question (0)
  • Verified answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: Cash Overview Power BI :Report Does not show any Information

    Hi,

    In the cash and bank module there is a periodic job that calculates the cash flow forecast data.

    This job must be executed first.

    Best regards,

    Ludwig

  • Suggested answer
    Junaid Idrees Profile Picture
    on at
    RE: Cash Overview Power BI :Report Does not show any Information

    Hi Hamida Farhani,

    Please make sure following setup are completed in order for data to display in Cash overview dashboard.

    1. Configure Cashflow forecast setup and run Cash Flow Forecasting. For more information about how to set up Cash flow forecasting, please refer to the below link:

    docs.microsoft.com/.../cash-flow-forecasting

    2. Go to System administration > Setup > Entity Store to refresh the LedgerCovLiquidityMeasurement aggregate measurement.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
CA Neeraj Kumar Profile Picture

CA Neeraj Kumar 2,122

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 918 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 646 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans